Cross Roads Investment Management

Cross Roads Investment Management is a wealth management firm in Mt Pleasant, SC. The firm provides personalized financial planning, retirement strategies, and divorce financial guidance to individuals and families. Their specialized services include investment management, portfolio management, tax strategies, and retirement income planning, as well as dedicated divorce financial planning focusing on property division, budgeting, and tax impacts.

The firm was founded in 2014 by Lou Falvo, a CIMA® and CDFA® professional with over 30 years of experience in the industry. The team at Cross Roads brings nearly 80 years of combined experience to their clients, offering deep knowledge in investment strategy, client service, and communication. Their approach is centered on creating tailored strategies that align financial decisions with long-term life goals and transitions. In addition to wealth management, the firm includes expertise through Cross Roads Divorce Advisors to assist clients navigating the complex financial aspects of divorce.

Cross Roads Investment Management is known for its dedication to providing clarity and personalized support during major life changes. The firm stands among the strongest in its category by offering highly specialized designations and a team of seasoned professionals committed to helping clients build lasting financial confidence.

The firm provides essential financial and divorce planning services to the Mount Pleasant community.

Services:

• Divorce financial planning
• Portfolio management
• Retirement income planning
• Tax strategies
• Wealth & Investment Planning